Chris Sanger

Financial Advisor

Contact Me
Chris Sanger

MY MISSION STATEMENT

Proactive & personalized wealth management relentlessly focused on one goal: To help you reach yours.

My Story and Services

About Chris Sanger

Beginning his career in the financial services industry over a decade ago at Wells Fargo and graduating with a 4.0 GPA from Texas A&M University Kingsville with his Masters of Business Administration degree concentrating in Energy Finance and Logistics, Chris Sanger has established a wealth management practice based upon research, proactive monitoring, and excellent client service that puts your needs first, above all.

Throughout his life, Chris has served as an elected official, college football coach, and an entrepreneur, thus, he draws from a diverse set of experiences and strong relationships with successful professionals across the country. He chose wealth management to help others discover their full potential by planning for their future goals and dreams.

In his free time, Chris enjoys spending time with his wife, Elizabeth, and four children, volunteering for causes and organizations he is passionate about, hanging out with friends, and seeking adventure in the great outdoors.

Services Include

  • Retirement Planning
  • Estate Planning Strategies
  • 401(k) Rollovers
  • Executive Financial Services
  • Corporate Retirement Plans
  • Stock Option Plans
  • Stock Purchase Plans
  • Business Succession Planning
  • Trust Services*

Securities Agent: CA, CO, IA, MA, MO, NV, OH, SD, TX; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

A Personalized Approach

The first step in the process of discovering if we are a good match is to set up an initial meeting which is commonly conducted over coffee/tea at our office, your office, a restaurant, or anywhere else you are comfortable meeting. In this meeting, I’ll ask specific questions designed to develop a comprehensive understanding of things.

Active listening is key to understanding what’s important to you and your family and my purpose is not to ‘sell’ anything to you. Rather, it is to get to the core of who you are, where you’re at, and where you’d like to be in the future. Once we feel we are a good fit, we'll discuss next steps and put together a timeframe and a plan of action.

Research Conducted

Once a comprehensive understanding of your current situation and future goals is reached, thorough research and planning is conducted by reviewing your portfolio utilizing a variety of resources including, but not limited to:

  • Morningstar Advisor Workstation
  • Morningstar Analyst Research Tool
  • Entity Websites
  • Prospectus & Latest Key Filings (As necessary)
  • Thomson ONE
  • Aladdin Portfolio Risk Platform
  • Lifeview Goals Analysis
  • Morgan Stanley Proprietary Research Platforms

Proactive Monitoring

Once your personalized financial plan has been implemented, a variety of platforms are utilized to monitor activity and a portfolio’s exposure to risk including, but not limited to:

  • Thomson ONE
  • Aladdin Portfolio Risk Platform
  • Morgan Stanley Proprietary Wealth Management Platforms


Depending on your needs, a variety of client-facing platforms are available at your fingertips which can be accessed at the top-right of this site "Client Login" link. You are unique and so are your needs for a financial advisor. Throughout the years I’ve worked with countless top-notch professionals from a variety of backgrounds and learned that we all have one thing in common: Our drive to succeed. Start the conversation today and seize your legacy.

Location

Location

  • 112 E Pecan Street Suite 1500
  • San Antonio, TX 78205


    Accomplishments

    • Won Little League Baseball Championship - Dallas Center Mustangs (Iowa), County League in Summer 1997

    • Elected Class Vice-President - Dallas Center - Grimes (Iowa) Class of 2003

    • Republican Nominee - State of Iowa House District 62, May 2008

    Won Republican Primary nomination with 68.9% of the vote. Lost General Election to six-term incumbent Bruce Hunter with 34.27% of the vote.

    • All Star Fullback - North American Football League, May 2009

    Played for the Iowa Lightning, which is presently the Des Moines Blaze.

    • Republican Candidate - Iowa Secretary of State, May 2010

    Nominated via statewide petition. Received 42,862 (18.66%) votes in the three-way Republican Primary election for Iowa Secretary of State.

    • Won Minor League Football Championship - Midwest Football Alliance, May 2011

    Des Moines Blaze (12-0) vs. Midwest Rampage (7-4) - Final Score, 41 to 10.

    • Graduated Cum Laude - Iowa State University, May 2013

    • Top Producing Real Estate Agent - CENTURY 21 Paramount, 2014, 2015, 2016, 2017

    • Appointed to Parks and Recreation Board - City of Alvin, Texas, January 2016

    • Elected At-Large Position 2 City Council - City of Alvin, Texas, May 2016

    • Graduated with MBA Degree 4.0 GPA - Texas A&M University - Kingsville, December 2017


    Community Involvement

    Community Involvement

    Treasurer
    Asian Real Estate Association of America - San Antonio Chapter

    Member, Board of Directors
    Rising Tide Casitas

    Alternate Board Member
    Bexar Senior Advisory Committee - Alamo Area Council of Governments

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact Chris Sanger today.

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